Clint Dunn
@Beaird Harris Wealth Management, Llc
Latest period2024 - Q3ReportedManaged Assets$1.145BTotal holdings511
Assets growth rate7.76%Assets growth rate (2-Q avg)5.66%Continuous growth in asset value4 quarters
Portfolio positions
This chart displays the top 10 holdings in Beaird Harris Wealth Management, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 511 positions.
Assets under management
The assets under management (AUM) of Beaird Harris Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 1.145B in assets, with a quarterly growth rate of 7.76% and a 2-quarter average growth rate of 5.66%. The portfolio is managed by Clint Dunn, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
FBTCFidelity Wise Origin Bitcoin
| 0.26% | $2.975M 53,569 shares@ $55.54 avg price | Increased 11.93% |
NVDANvidia Corporation
| 0.25% | $2.825M 23,263 shares@ $121.45 avg price | Increased 32.76% |
DFUSDimensional Etf Trust
| 0.25% | $2.807M 45,123 shares@ $62.21 avg price | Increased 1.46% |
SUBIshares Tr
| 0.2% | $2.217M 20,879 shares@ $106.2 avg price | Increased 2.7% |
BIVVanguard Bd Index Fds
| 0.18% | $1.997M 25,484 shares@ $78.37 avg price | Increased 13.53% |
XLKSelect Sector Spdr Tr
| 0.11% | $1.253M 5,548 shares@ $225.77 avg price | Increased 293.76% |
PLTRPalantir Technologies Inc
| 0.11% | $1.156M 31,085 shares@ $37.2 avg price | Increased 1736.09% |
PHYSSprott Physical Gold Tr
| 0.11% | $1.155M 56,668 shares@ $20.39 avg price | Increased 4.01% |
VOOVVanguard Admiral Fds Inc
| 0.1% | $1.087M 5,700 shares@ $190.74 avg price | Increased 2900% |
PSLVSprott Physical Silver Tr
| 0.1% | $1.062M 101,636 shares@ $10.46 avg price | Increased 8.62% |